Lake Street Private Wealth’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$478K Buy
2,419
+1
+0% +$193 0.05% 182
2026
Q1
$446K Buy
2,418
+1
+0% +$187 0.06% 179
2025
Q4
$429K Buy
2,417
+2
+0.1% +$350 0.05% 194
2025
Q3
$422K Buy
2,415
+1
+0% +$170 0.05% 191
2025
Q2
$397K Hold
2,414
– – 0.06% 190
2025
Q1
$388K Buy
2,414
+1
+0% +$163 0.06% 172
2024
Q4
$390K Buy
2,413
+1
+0% +$169 0.06% 172
2024
Q3
$404K Buy
2,412
+2
+0.1% +$318 0.06% 185
2024
Q2
$363K Sell
2,410
-146
-6% -$22.2K 0.05% 248
2024
Q1
$399K Buy
2,556
+1
+0% +$147 0.06% 236
2023
Q4
$371K Buy
2,555
+1
+0% +$134 0.06% 236
2023
Q3
$335K Buy
2,554
+1
+0% +$139 0.06% 214
2023
Q2
$353K Sell
2,553
-61
-2% -$8.13K 0.06% 211
2023
Q1
$350K Buy
2,614
+1
+0% +$139 0.07% 214
2022
Q4
$353K Buy
2,613
+45
+2% +$6.04K 0.07% 209
2022
Q3
$313K Hold
2,568
– – 0.07% 219
2022
Q2
$333K Buy
2,568
+519
+25% +$73.4K 0.07% 222
2022
Q1
$307K Hold
2,049
– – 0.06% 246
2021
Q4
$308K Buy
2,049
+386
+23% +$56.7K 0.05% 253
2021
Q3
$232K Buy
1,663
+134
+9% +$19K 0.06% 206
2021
Q2
$217K Buy
1,529
+25
+2% +$3.53K 0.06% 197
2021
Q1
$203K Buy
+1,504
New +$193K 0.06% 198

Other funds holding VOE

Lake Street Private Wealth's VOE Position: Q2 2026 in Review

Lake Street Private Wealth increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.04% in Q2 2026, buying an estimated $193 and bringing the position to 2,419 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #182.

Lake Street Private Wealth first reported a position in VOE in Q1 2021 and has held it in 22 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Lake Street Private Wealth held 2,419 shares of Vanguard Morningstar Mid-Cap Value ETF worth $478K as of Q2 2026.
  • Lake Street Private Wealth bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Lake Street Private Wealth's portfolio in Q2 2026, its #182 holding.
  • Lake Street Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.